> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendly

> Use DialNexa with Calendly to book meetings on the phone - the agent collects availability, Calendly creates the event, and the invite lands in everyone's inbox.

Calendly is a scheduling tool that eliminates the back-and-forth of finding meeting times. When DialNexa connects to Calendly, your AI agent can share a booking link during a call, verify an existing booking, or trigger a Calendly invitation to the caller - turning a phone conversation directly into a confirmed meeting.

<Note>
  Calendly is the right choice when you want prospects or customers to self-confirm their time slot, rather than having the agent pick slots dynamically. For agent-driven slot selection, pair with Google Calendar directly.
</Note>

## What this integration does

DialNexa connects to Calendly through its API. During or after a call, DialNexa can:

* **Send a Calendly link** to the caller via SMS during the call - so they can pick their own slot without the agent needing to check availability
* **Look up existing bookings** to confirm, reschedule details, or verify what was scheduled
* **Trigger a one-off booking invitation** sent directly to the caller's email
* **Check event availability** to confirm whether a slot is open before the agent offers it
* **Log booking confirmations** back to your CRM after the Calendly event is created

## When to use DialNexa with Calendly

**Outbound prospecting** - your agent reaches a warm prospect, they express interest in a demo, and the agent immediately sends a Calendly link by text so the prospect can self-schedule. No scheduling friction, no rep involvement needed until the meeting starts.

**Inbound qualification** - a caller asks to speak with a specialist or book a consultation. The agent qualifies them, confirms they're a good fit, and sends the Calendly link for the right meeting type - routing different callers to different Calendly event types based on what they said.

**Appointment confirmation calls** - before a booked Calendly meeting, DialNexa calls the invitee to confirm attendance. If they want to reschedule, the agent shares the Calendly rescheduling link.

**High-volume booking campaigns** - for industries like insurance, real estate, or financial services where outbound agents book consultations at scale, Calendly handles the actual scheduling while DialNexa handles the conversation.

## What DialNexa does with Calendly

<CardGroup cols={2}>
  <Card title="Send booking links" icon="link">
    Text the caller a Calendly link during the call so they can pick their slot - works even if the caller is driving or can't confirm a time right now.
  </Card>

  <Card title="Route by meeting type" icon="git-branch">
    Send the right Calendly event type based on what the caller qualifies for - demo, consultation, discovery call, or a specific team's calendar.
  </Card>

  <Card title="Verify existing bookings" icon="calendar-check">
    Look up whether a caller already has a booking, confirm their appointment details, and handle rescheduling requests.
  </Card>

  <Card title="Trigger invitations" icon="mail">
    Send a Calendly invitation directly to the caller's email so they can confirm or pick a time after the call ends.
  </Card>
</CardGroup>

## Setting up the integration

In your DialNexa agent workflow, add a Calendly action at the appropriate moment - typically after the agent has confirmed the caller's interest or qualification.

You'll configure:

1. **Calendly API connection** - your Calendly API key (set up once in DialNexa integrations)
2. **Event type** - which Calendly event type to link to (e.g., "30-minute demo", "60-minute onboarding")
3. **Action** - send link via SMS, send invitation via email, or look up existing booking
4. **Routing logic** - optional conditions to send different event types to different callers
5. **CRM sync** - optional action to log the Calendly booking back to HubSpot, Salesforce, or another CRM

## Workflow ideas

<AccordionGroup>
  <Accordion title="Outbound prospecting: warm the lead, send the link">
    Your agent calls a warm prospect, has a qualifying conversation, and when the prospect says they're interested in a demo, the agent says "I'll text you a link right now to pick a time that works for you." The Calendly link goes via SMS before the call ends. The prospect schedules at their own convenience, and the rep's calendar fills without any back-and-forth.
  </Accordion>

  <Accordion title="Inbound qualification: route to the right meeting type">
    An inbound caller asks about pricing. The agent qualifies them - company size, use case, timeline - and determines they need either a self-serve demo (Calendly event type A) or an enterprise consultation (Calendly event type B). The agent sends the right link. The right team member gets the booking.
  </Accordion>

  <Accordion title="Pre-meeting confirmation: reduce no-shows">
    24 hours before a Calendly meeting, DialNexa calls the invitee to confirm. If they confirm, great - the meeting stays. If they want to reschedule, the agent sends the Calendly rescheduling link. No-show rates drop without any manual effort from the sales team.
  </Accordion>

  <Accordion title="Re-engagement: reactivate old leads with a direct booking offer">
    Your agent calls a list of leads who expressed interest months ago but never booked. For each one who re-engages, the agent immediately offers a booking link via text. Reps don't need to chase - the call either converts or it doesn't, with no follow-up required.
  </Accordion>
</AccordionGroup>

## Pairing Calendly with other integrations

* **Calendly + HubSpot** - when a Calendly booking is confirmed, DialNexa logs it to the HubSpot deal and updates the contact's lifecycle stage
* **Calendly + Salesforce** - booking confirmation triggers a Salesforce Opportunity stage update and creates a Task for the rep
* **Calendly + Slack** - notify the rep's Slack channel when a Calendly meeting is booked from their outbound call
* **Calendly + Gmail** - after the agent sends a Calendly link, DialNexa also sends a confirmation email with the link in case the SMS doesn't arrive
* **Calendly + Google Calendar** - Calendly events sync to Google Calendar automatically; use this pairing for agent-booked meetings that don't go through Calendly's self-serve flow

## Common questions

<AccordionGroup>
  <Accordion title="Can DialNexa send a Calendly link via SMS during the call?">
    Yes. DialNexa can send an SMS to the caller's number mid-call or after the call ends, containing the Calendly booking link. The caller receives it in real time and can schedule while they're still engaged.
  </Accordion>

  <Accordion title="Can different callers get different Calendly event types?">
    Yes. You can add routing logic in your DialNexa workflow - for example, enterprise leads get one Calendly link, SMB leads get another, and existing customers get a third. The routing is based on what the agent captures during the call.
  </Accordion>

  <Accordion title="Does DialNexa know when a Calendly event is actually booked?">
    DialNexa can receive Calendly webhook events when a booking is confirmed, allowing you to trigger follow-up actions - like updating a CRM record or sending a Slack notification - when the prospect actually schedules.
  </Accordion>

  <Accordion title="What if the caller doesn't have time to schedule during the call?">
    The agent can send the Calendly link by SMS or email during the call so the caller can schedule at their own pace after hanging up. This captures the intent without requiring the scheduling to happen in the moment.
  </Accordion>

  <Accordion title="Can DialNexa look up whether someone already has a Calendly booking?">
    Yes. Before offering a booking link, DialNexa can check whether the caller already has a scheduled event and adjust its response accordingly - confirming the existing appointment instead of creating a duplicate.
  </Accordion>
</AccordionGroup>